Experience

Bill James, founding partner of James, Ford & Duble Wealth Partners, has been a financial advisor for 29 years. Prior to joining UBS, he worked at Merrill Lynch, where he assisted in the training and mentoring of new financial advisors. Before his career as an advisor, Bill worked as an analyst with the United States Department of the Treasury.

Mr. James and his partners have assembled a highly respected team of professionals to effectively serve the complex needs of high-net-worth families, institutions, and government agencies. Bill and his partners advise clients across North America and maintain offices in  New Albany and Marietta, Ohio and Denver, Colorado. He is proud to serve clients and advisors as the Market Director of the New Albany and Marietta offices. 

Bill enjoys working with clients. Whether teaching a client's adult grandchild how to use their first 401(k) plan or advising a U.S. Government agency on a complex equity transaction, Bill believes he is most effective by getting to know his clients and actively listening to their concerns and objectives.

Bill also advocates on behalf of clients and the financial services industry as a trustee of UBS's Political Action Committee (PAC). 

Bill grew up in rural Jackson, Ohio. He is a Ohio University graduate, where he was a Copeland Scholar in the College of Business. Mr. James and his family are active in their community and church with numerous charitable involvements.  When he is not advising clients, Bill enjoys big game hunting, beekeeping, and reading.

CA license #0M23026

Patrick Ford, partner of James, Ford & Duble Wealth Partners, began his career as a Financial Advisor in 1987 with Merrill Lynch where he served as a Senior Vice President, Wealth Management Advisor. During his tenure, he mentored trainees in the firm’s Financial Advisor Development Program, helping individuals develop best practices to better ensure their future success. As a Portfolio Manager, Patrick frequently interacts with investment managers both within and outside his firm to develop and deliver customized strategies unique to each client. 

Patrick provides his clients with the finest, individually tailored approaches to financial and goals-based wealth management. Patrick advises individuals, families and businesses by helping to define their financial goals, establish objectives, set strategies and implement investment recommendations. At the heart of his philosophy is a passion to build enduring client relationships by providing outstanding service and guidance. Patrick strongly believes open and trusted collaboration is a crucial element in achieving optimal outcomes for his clients in the planning process.

Mr. Ford graduated from The Ohio State University in 1985 with a Bachelor of Arts in Political Science and Journalism. He is a Certified Financial Planner™ practitioner: a designation awarded by the Certified Financial Planner Board of Standards, Inc. Pat also holds a designation from the USC Davis School of Gerontology, whose mission is to promote "healthy aging for diverse individuals, communities and societies through leadership and innovation in research, education and practice." He also acted as a select member of Merrill Lynch's Technology Council, whose purpose is testing new client and advisor facing applications and providing ongoing feedback. 

Patrick currently lives in Granville, Ohio with his wife Danielle, and they are active in the Newark-Granville community. They are the proud parents of two sons. 

CA license #0D35690

Anastasia Duble, partner with James, Ford & Duble Wealth Partners, joined UBS Financial Services in 2014 where she currently serves as Account Vice President and Financial Advisor. Anastasia holds her Series 7 and 66 Securities licenses as well as her insurance license. She earned her Bachelor of Arts in Political Science with a dual minor in Economics and African American Studies from Ohio University.

Taking time to truly understand her client's needs and objectives is critical to Anastasia. She believes in developing customized plans in partnership with her clientele to successfully achieve their financial objectives. Anastasia incorporates these values with each client to establish long-term relationships that allow her to work with high net worth families throughout generations. focusing on meeting the needs of her clients, their children and their grandchildren.

Anastasia advocates for the UBS Own Your Worth programming, specializing on women and their finances. Anastasia works with women who are widowed, divorced, professional and first-generation investors by providing resources to ensure that her clients understand their roles in the investment and financial planning processes. She advises clients across North America and maintains offices in both Marietta and Columbus, Ohio as well as Denver, Colorado.

Anastasia is a lifelong equestrian enthusiast, competing in the hunter-jumper discipline. Additionally, Anastasia is an avid reader and a frequent downhill and cross-country skier. True to her Mediterranean heritage, she enjoys exploring the diverse ethnic cuisines and cultures of the world through international travel.

CA license #0M22942

Molly Montgomery brings more than 20 years of financial experience to James, Ford & Duble Wealth Partners. She currently holds the series 7 and 66 securities licenses and her insurance license, as well as her Chartered Retirement Planning Counselor^SM certification.

Molly is often a client's first call for critical needs. She is easily able to answer questions and ensures account maintenance needs are quickly addressed. Molly takes pride in her role with the team and in her part to help clients achieve their financial goals. 

Outside of UBS, Molly enjoys the outdoors, traveling and spending time with family and friends. Originally from West Virginia, Molly currently resides in Dublin, Ohio.

Mary Ann Abbott spent much of her career in the education field, and she brings over 20 years of English and Communications experience to UBS. Her expertise includes collegiate-level teaching, professional training, marketing programming and multiple mass media publications. Mary Ann supports the team with marketing and outreach coordination and provides clients with information about upcoming events, firm updates and current issues. She represents UBS in Marietta, Ohio.

Bailey Parson serves a dual role as the Branch Service Associate and Client Service Associate in our New Albany location where she supports the branch and the James, Ford & Duble team. Bailey is often the first voice you will hear on the phone when contacting our New Albany branch and, in this frontline role, assists clients by providing efficient solutions.

Bailey is an honors graduate of Big Walnut High School. Outside of UBS, Bailey enjoys spending time hiking, camping, and enjoying the great outdoors with her husband and pets.